Callahan Estate

79 Pa. D. & C. 530, 1952 Pa. Dist. & Cnty. Dec. LEXIS 399
Pennsylvania Orphans' Court, Mercer County·Decided January 9, 1952·Published

Opinion

Rowley, P. J.,

This matter is before the court upon appeal by R. C. Farver, first [531] cousin of decedent, on behalf of other first cousins, from an order of the register of wills which admitted to probate a certain written instrument as the last will of M. J. Callahan, deceased. The probated instrument is set out at length.* The initial paragraph thereof recites:

“Agreement made this 5th day of September 1946 between M. J. Callahan of Greene Twp., Mercer County, Pa., Party of the First Part,
and
J. H. Tanner & Essie Tanner, his wife.”

[532] The paper, after reciting that the parties have been neighbors and that Callahan desires to make his home with the Tanners, continues:

“First Party, will pay Second Parties the monthly sum of forty ($40.00) on the 5th of each month beginning Oct. 5, 1946, for which Second Parties agree to furnish First Party a comfortable bedroom, good board and do necessary washing, in other words, Second Parties will furnish First Party a good home in their farm house in West Salem Twp., Mercer Co., Pa., or elsewhere . . . and will continue so doing, that is, furnish a good home to First Party, somewhere, for and during the term of his natural life; said First Party, however, to pay for Doctor, Nurse, Hospital or other expenses incidental to serious illness of said First Party; to all of which Parties hereto [533] agree and bind themselves, their heirs and representatives.”

Immediately after the foregoing quotation we find the following:

“and in addition to the said $40.00 monthly payment, I, M. J. Callahan, in appreciation of so being kept and cared for and given a comfortable home and good meals, and being confident that such will continue, hereby give and convey whatever property I may have remaining, be the same real estate, securities, bank deposit or otherwise, at my death, to said J. H. Tanner and wife or their heirs, and so that transfer thereof may be (made) should necessity arise or representative required, I do hereby, and now, appoint the First National Bank of Greenville, Pa. for that purpose. ...”

Contestants argue that the entire paper is a contract or agreement and therefore was not entitled to be probated as a will.

Proponents say that the concluding paragraphs of the paper are testamentary and must be probated notwithstanding that the instrument contains some earlier provisions not of testamentary character.

Contestants state three questions are involved. We shall first consider the third reason, which contestants state thus:

“III. If (the writing) found to be testamentary in character, was the writing, executed by the mark of the maker, with his name subscribed, properly executed and probated under the Wills Act?”

Briefly stated, this objection is that proponents must prove by two witnesses that decedent executed the paper by mark, and witnesses must prove the need for signing by mark.

The paper purports to have been signed by decedent and by Tanner and wife. The names of three witnesses appear on the attestation. From a mere inspec[534] tion of the instrument it might be argued that each witness attested the signature of only one of the three signers. It is just as likely that the witness Erla Smith was the last witness to sign and, there being only two lines for witnesses, which were occupied by the names of W. H. Phillips and J. M. Hittle, Erla Smith signed in the most available space. However, there is no need to speculate inasmuch as all three persons named as witnesses made the required affidavit of witnesses as to the execution by decedent by mark. These three witnesses subsequently appeared before the register and deposed:

“M. J. Callahan made his mark to the said will for the reason that he was unable to sign his name because of his physical disability and for the reason that his hand shook so much that he was unable to sign his name.”

We do not understand that contestants complain that the subsequent oaths were not taken previously to the order for probate. In our opinion proponents offered due proof of decedent’s execution by mark.

Contestants submit two other questions:

“I. Was the writing before the Court intended by the decedent to be his last will and testament?
“II. Was the writing before the Court testamentary in character?”

Contestants argue that the instrument must be viewed as a whole. They say the words used “do not purport to be dispositive at death, for there is nothing ambulatory about them. The only reasonable construction is that it is an effective contract securing to the parties present rights and imposing upon the parties irrevocable duties.” To support the contention, contestants cite Book v. Book, 104 Pa. 240, where it was held:

“An instrument of writing, in order to operate as a testamentary disposition, must be ambulatory and [535] revocable in its nature; if upon delivery interests vest, though to be enjoyed in possession in futuro, or obligations are created which are enforceable by the parties respectively, such instrument is a contract inter vivos and not a will.”

Concededly, the first part of the instant instrument was a contract for support of decedent by the Tanners. By that part of the writing the parties respectively acquired certain rights and assumed certain obligations.

If it is not possible to consider the later provisions for disposition of decedent’s estate at his death apart from the earlier provisions, then we should be obliged to declare that disposition invalid as a will. Contestants say the paper is either a will or a contract, that it cannot be both, citing Hileman et al. v. Bouslaugh, 13 Pa. 344, where it was said:

“It must be exclusively so (a will), or it is a deed; for there is no middle ground; and no will, as this instrument did, ever passed the property in the donor’s lifetime.”

In the Hileman case, those claiming under a deed argued for a liberal interpretation — such as is accorded a will — of the terms employed in the instrument to enlarge the estate granted. Possession had been taken under the instrument on the claim that it was a deed. If the instrument had been a will the beneficiaries would have acquired no present vested interest. The court held that one could not claim present title on the theory of a deed and then claim an enlarged title by interpreting the instrument as a will.

It is obvious that an instrument dealing with specific property cannot be both a will and a deed because the deed carries a present title and is irrevocable, whereas a will conveys no present title and is revocable.

[536] The probated paper dealt with two subjects. Decedent first contracted for his care and maintenance. We think it cannot be said that so much of the instrument amounted to a disposition of any specific property. Having contracted for his care, decedent added to the instrument the following:

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Callahan Estate, 79 Pa. D. & C. 530, 1952 Pa. Dist. & Cnty. Dec. LEXIS 399 (Pa. Super. Ct. 1952).

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